Allen Brann Atkins
Investment adviser representative at Wt Wealth Management, LLC
19 yearsExperience
5 statesRegistered in
$419.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Wt Wealth Management, LLCJan 2018 to now
- Four Peaks Wealth Management, LLC (unregistered)Mar 2018 to Mar 2018
- Four Peaks Wealth Sedona, LLCFeb 2017 to Nov 2017
- Four Peaks Wealth Management, LLCOct 2012 to Mar 2018
- Northern Arizona UniversityApr 2007 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, FL, TX, UT).
Wt Wealth Management, LLC
$419.1MAssets managed
1,141Clients
13Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6239393
- Firm CRD
- 169566